Our Financial Consultants take a holistic approach in helping clients manage their financial needs and goals.
- Financial Planner
o Establish clients’ financial goals
o Determine current financial situation
o Identify shortfalls
o Customise solutions to suit needs
o Take action to implement
o Review regularly clients’ financial plans
- Trusted Advisor
o Help clients prioritise needs and manage cashflow o Develop wealth management strategies
o Plan for their children’s education and their
retirement needs - Financial Coach
o Help clients avoid procrastination
o Provide advice on financial and investment plans o Guide them in saving more of their income
- Financial Solutions Provider
o Help clients achieve their financial goals
o Provide information for them to make better
decisions
o Offer affordable solutions and options to choose from
- Full certificate in GCE ’A’ level,
International Baccalaureate Diploma qualification, diploma awarded by a
polytechnic in Singapore or equivalent. Degree holders are preferred.
- Good knowledge of banking, wealth management & insurance products is an added advantage.
- Excellent customer focused mindset.
- Personable, sincere, strong integrity & determination
- At least 21 years old (MAS requirement) and males to have completed National Service.
- Are required to attain CMFAS certifications M5/M9/M9A and HI, training and guidance will be provided.
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- Company:
Tan Wee Cher & Associates - Designation:
Financial Consultant - Profession:
Accounting / Auditing / Taxation - Industry:
Finance